Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$20K
- Short-term disability$20K
Sponsor portfolioTH
ROSENTHAL & ROSENTHAL INC
EIN 13-1238943Latest filing 2025
Plans
2
Retirement
1
$57.1M assets
Welfare
1
$57K premiums
Participants
456
300 PARK AVE., SUITE 1401 - NEW YORK, NY 10022212-356-1400
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $57K premiums / 244 covered livesCarrier market share
Premium dollars by Schedule A carrier
65%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA65%
- AETNA LIFE INSURANCE COMPANY35%
Broker market share
Schedule A broker compensation
65%top
- LEANARD ISAACS65%
- RSC INSURANCE BROKERAGE INC35%
- ISAACS FINANCIAL GROUP INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ROSENTHAL & ROSENTHAL, INC. 401(K) PLAN
401k
Assets$57.1M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ROSENTHAL & ROSENTHAL INC. WELFARE BENEFIT PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$57K
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROSENTHAL & ROSENTHAL, INC. 401(K) PLAN | 401k | $57.1M | 267 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ROSENTHAL & ROSENTHAL INC. WELFARE BENEFIT PLAN | Mixed | AETNA LIFE INSURANCE CO. | $57K | 244 | 2025 |
Retirement plans
Welfare plans